See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $65,884 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $48,750 |
COMPUSYS OF UTAH, INC.3 years Service code 14 · EIN 84-0869853 1293 W. 2200 SOUTH STE A · SALT LAKE CITY, UT 841191326 | Plan Administrator | $43,520 |
DANIELS, IRWIN & AYLOR8 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $12,500 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $7,920 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,087 | $92,971-39.7% | $96,683-42.0% | $74,419-24.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.55% | 37.49%-26.9pp | 35.69%-25.1pp | 34.38%-23.8pp |
| Employer contribution / active EE | $4,422 | $3,426+29.1% | $3,737+18.4% | $2,637+67.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $224 | $633-64.6% | $6,730-96.7% | $348-35.6% |